|
| Morningstar Return Rating: | Above average | | Year to Date Return: | 22.04% | | 5-Year Average Return: | 1.12% | | Number of Years Up: | 3 | | Number of Years Down: | 2 | |
Best 1-Yr Total Return (2004): | 27.92% | |
Worst 1-Yr Total Return (2008): | -32.04% | |
Best 3-Yr Total Return (2004-6): | 18.77% | |
Worst 3-Yr Total Return (2006-8): | -7.70% |
|
| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
|
| |
|
|
| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | STSVX | Category | Diff | Index* | Diff | | Year To Date | 22.04 | 22.72 | -0.68 | 24.07 | -2.03 | | 1-Month | 3.15 | 3.14 | 0.01 | 6.00 | -2.85 | | 3-Month | 1.70 | 3.09 | -1.39 | 7.91 | -6.21 | | 1-Year | 26.04 | 29.36 | -3.32 | 25.39 | 0.65 | | 3-Year | -7.29 | -8.14 | 0.85 | -5.79 | -1.5 | | 5-Year | 1.12 | -0.30 | 1.42 | 0.71 | 0.41 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 56.00 | 57.49 | -1.49 | 45.76 | 10.24 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -14.87 | -19.40 | 4.53 | -18.25 | 3.38 |
|
| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | STSVX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -32.04 | -36.56 | 4.52 | | 2007 | | | -5.17 | -1.10 | -4.07 | | 2006 | | | 22.00 | 15.03 | 6.97 | | 2005 | | | 7.34 | 6.75 | 0.59 | | 2004 | | | 27.92 | 18.94 | 8.98 | | 2003 | | | 46.12 | 43.41 | 2.71 | | 2002 | | | -10.88 | -16.22 | 5.34 | | 2001 | | | 20.60 | 8.92 | 11.68 | | 2000 | | | N/A | 11.89 | N/A | | 1999 | | | N/A | 19.95 | N/A |
|
| PAST QUARTERLY RETURNS (%) FOR
STSVX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -11.18 | 16.93 | 21.10 | N/A | | 2008 | -7.78 | -5.59 | 4.25 | -25.13 | | 2007 | 2.65 | 4.31 | -4.96 | -6.81 | | 2006 | 11.72 | -1.05 | 0.98 | 9.30 | | 2005 | -4.20 | 6.02 | 4.88 | 0.77 | | 2004 | 8.15 | 3.18 | 0.64 | 13.91 | | 2003 | -6.28 | 22.52 | 9.93 | 15.75 | | 2002 | 10.69 | -3.40 | -18.85 | 2.71 | | 2001 | -2.57 | 16.35 | -12.38 | 21.42 | | 2000 | N/A | 0.84 | 6.78 | 3.82 | | 1999 | N/A | N/A | N/A | N/A |
|
| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 269 | 657 | 40.94 | | 1-Month | 190 | 679 | 27.98 | | 3-Month | 436 | 671 | 64.98 | | 6-Month | 318 | 663 | 47.96 | | 1-Year | 239 | 646 | 37.00 | | 3-Year | 217 | 573 | 37.87 | | 5-Year | 120 | 475 | 25.26 |
|
|
|
|
|